2026-01-03 13:23:18

#加密行情预测 | $DOGE | AI Token

Wall Street issues a VIP pass for DOGE — smart capital chooses AI infrastructure
Wall Street has officially suited up for Dogecoin, but real money is quietly shifting to other sectors.
The trading volume on the first day of the DOGE ETF seems impressive, but it only confirms one thing:
Legality creates a channel, not value.
A sharp drop after going public reveals a familiar truth — assets that depend on narratives are hard to control when institutional risk models take over.
Meanwhile, another important event is happening.
📊 Reality of Q4
Market capitalization of AI tokens has increased by 210%
TVL of AI computing and data infrastructure has surged by 470% This is no coincidence — it’s a capital reorientation.
1️⃣ The DOGE ETF paradox: trading ≠ long-term holding
ETF approval answers the question “Can institutions buy?”
But it doesn’t answer “Should they hold?”
DOGE still depends on emotional cycles and social narratives. When liquidity tightens, assets without intrinsic cash flow suffer a double blow — price compression and loss of trust.
Wall Street has not betrayed DOGE.
The market is simply returning to fundamentals.
2️⃣ AI tokens break through the price threshold
The biggest changes in 2025 are obvious:
The value of cryptocurrencies is gradually shifting from consensus to cash flow.
Some AI protocols are already starting to generate real income:
Decentralized computing platform with profitability competing with cloud services
Protocol revenues from quarterly growth in the AI data and model markets
In certain networks, token usage volume exceeds their issuance
This is structural change — not speculation.
3️⃣ Why institutions focus on AI, not memes
🔹 Traditional valuation models $17M DCF, revenue multipliers(
🔹 Policy sequence )AI + production incentives(
🔹 Revenue validation )Corporate clients, steady income(
If protocol revenues cover incentives, the Ponzi narrative will break — and institutions will start paying attention.
4️⃣ My future strategy
I will focus on areas with low emotional activity but growing fundamentals:
Only on AI projects with revenues exceeding token inflation
Reallocating profits into BTC/ETH to balance the portfolio
Viewing AI infrastructure as “digital oil” to prepare for the next cycle
Final thoughts
Testing the narrative through DOGE ETF.
Testing economic reality through AI infrastructure.
Wealth in 2026 will not be created by memes in suits —
but by protocols capable of invoicing enterprises and generating complex income.
Which AI direction do you think will be the first to break ) protocol-based income — computation, data, or AI agents? $100M

DOGE-3,86%

BTC-1,73%

ETH-2,79%

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2026-01-03 03:09:28

#加密行情预测 | $DOGE | AI Tokens
Wall Street issues VIP passes for DOGE—Smart money is shifting towards AI infrastructure
Wall Street has officially dressed up Dogecoin, but real capital is quietly moving elsewhere.
The first-day trading volume of the DOGE ETF looks impressive on the surface, but it only confirms one thing:
Compliance creates channels, not value.
The sharp pullback after listing exposes a familiar truth—assets driven by narratives struggle to sustain when under the control of institutional risk models.
Meanwhile, something more important is happening behind the scenes.
📊 Q4 Reality Check
AI token market cap has grown by 210%
TVL in AI computing and data infrastructure has surged by 470% This is no coincidence—it's capital reallocation.
1️⃣ DOGE ETF Paradox: Tradable ≠ Sustainable
ETF approval answers “Can institutions buy?”
But it doesn’t answer “Should they hold?”
DOGE still relies on sentiment cycles and social narratives. When liquidity tightens, assets without intrinsic cash flow face a double blow—price compression and loss of confidence.
Wall Street has not betrayed DOGE.
The market is simply returning to fundamentals.
2️⃣ AI tokens are breaking through the value threshold
The biggest change by 2025 is clear:
Cryptocurrency value is shifting from consensus to cash flow.
Some AI protocols are now beginning to generate real revenue:
Decentralized computing platforms with profit margins competitive with cloud providers
Protocol revenue from quarterly growth in AI data and model markets
Token usage exceeds issuance in certain networks
This is a structural change—not hype.
3️⃣ Why institutions focus on AI rather than Memes
🔹 Familiar valuation models $17M DCF, revenue multiples(
🔹 Policy consistency )AI + manufacturing incentives(
🔹 Revenue validation )Enterprise clients, recurring revenue(
Once protocol revenue covers incentive costs, the Ponzi narrative will break—institutions will start paying attention.
4️⃣ My future strategy
I will focus on areas with low sentiment but fundamental growth:
Only on-chain projects with revenue greater than token inflation
Rotate profits into BTC/ETH to maintain balance
View AI infrastructure as “digital oil,” preparing for the next cycle
Final thoughts
DOGE ETF tests narrative capacity.
AI infrastructure tests economic reality.
The wealth gap in 2026 will not be created by dressed-up Memes—
But by protocols capable of invoicing enterprises and generating compound revenue.
Which AI sector do you think will first break through ) protocol revenue—computing, data, or AI agents? $100M

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